Julie Boschert Hercules, CLU®, ChFC®
Financial Advisor, Shareholder/ Founder
Julie is a founding member and shareholder at Renaissance Financial. She is an integral part her of team, working closely with other advisors to provide her clients with the support of the entire firm. Her focus is providing creative ideas for investment strategies, insurance strategies, and tax savings for her clients. In addition, Julie helps provide companies benefit packages and qualified retirement plans. Whether you are looking at funding for children’s college, creating a business succession strategy, preparing for retirement or working towards a legacy, Julie can assist you and put financial strategies in place to help you reach your financial goals.
Julie’s financial knowledge is supported by her strong educational background and 28 years of experience. She earned a Bachelor of Science in business administration with a minor in mathematics and an MBA with an emphasis in finance from Lindenwood College. In 2004, Julie received the Chartered Financial Consultant (ChFC®) designation and then in 2011, she obtained the Chartered Life Underwriter (CLU®) designation, both from The American College. Julie has also been recognized as a Senate Club* financial professional in 2012 – 2015, and 2017 – 2021 with Securian Financial Services, Inc. and a Platinum advisor* in 2012 – 2016, and 2018 - 2021 within Renaissance Financial.
Julie proudly supports a variety of organizations that benefit children such as Big Brothers Big Sisters, St. Jude Research Hospital ,Unbound, and Connections to Success.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.